Rebecca Stapp is a registered investment advisor at Stapp Wealth Management, PLLC, based in Olympia, WA, with 9 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 231 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.20% |
Fees may be waived or reduced for family and employees. Clients under prior agreements may be charged management fee rates that are less than the current investment management agreement rates.
Fee Estimator
Location
1800 Cooper Point Road Sw, Bldg #10, Olympia, WA, 98502-1179
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Stapp Wealth Management, PLLC
State Registrations3 states
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